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   AMFI - Mutual Fund (Advisors) Module 

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EXAMINATION PLAN & CERTIFICATION

This module has been developed by Association of Mutual Funds in India to build a cadre of mutual fund advisors and disseminate knowledge about the working of the mutual funds. BTI conducts the test on behalf of AMFI which is for 100 marks consisting 72 questions. The questions are of objective type having multiple choices. A quarter marks are deducted for each wrong answer. The certificate is awarded to only those candidates who obtain a minimum of 50% marks.

OBJECTIVES OF THE TEST

To ensure the participants having adequate knowledge of the Mutual Funds investing- Portfolio Diversification, Professional Management, Reduction of Risk, Transaction Costs and Taxes, Liquidity and Convenience.

TEST SYLLABUS

Concepts and role of mutual funds, Funds structure and constituents, Legal and regulatory environments, The offer documents, Funds distribution and sales practices, Accounting valuation and taxation, Investor Services, Investment Management, Measuring and evaluating mutual fund performance, Helping investor with financial planning, Recommending financial strategies to investors, Selecting the right investment product for the investors, Helping investor understand risk in fund investing, recommending the model portfolio and selecting the right funds, Business ethics for mutual funds.

TARGET AUDIENCE

Investors, Brokers, Sub-Brokers, Financial Institutions, Portfolio Managers, Insurance Companies, Banks and Management Students.

TEST DURATION (In minutes)

120

CERTIFICATE VALIDITY (In years)

5 Years

FEES

FOR APPEARING AT MUMBAI CENTER

Rs.1000.00 payable through DD in favour of "Bombay Stock Exchange, Limited" payable at Mumbai per participant per attempt.

FEES FOR APPEARING AT REGIONAL / BSE INVESTOR SERVICE CENTERS AT NEW DELHI, AHMEDABAD, RAJKOT, KOLKATTA, CHENNAI AND COCHIN.

Rs.1000.00 payable through DD in favour of "Bombay Stock Exchange, Limited" payable at the respective 6 regional center as stated above per participant per attempt.

List of Test Centres

The study material for the modules is available for sale at AMFI's office :

ASSOCIATION OF MUTUAL FUNDS IN INDIA
706-708, BALARAMA
BANDRA-KURLA COMPLEX
BANDRA (EAST)
MUMBAI - 400 051

Telephone Nos.: 26590206 / 26590243 / 26590246 / 26590382
Fax Nos. : 26590209 /26590235
Website: www.amfiindia.com

EXAMINATION COORDINATOR


CERTIFICATION EXAMINATION INQUIRY
Phone: 022 – 2272 8856 / 2272 8382
E-mail: Certhelp@bseindia.com

Certification Examination (Outside Mumbai) for 75 or more candidates:
For conducting Certification Examination for 75 or more candidates, contact:
Govind Singh Sailoni 022 – 2272 8062
E-mail: govindsingh.sailoni@bseindia.com

 

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